The resource library
Frameworks for a more considered decision
Original Midwest Accounting Exit frameworks organize value, retention, confidentiality, and transition responsibilities.
sell · 8 min read
The Confidential Sale Sequence
The Confidential Sale Sequence ties practice-sale disclosures to qualified recipients, lawful access, controlled diligence, and transition communication.
valuation · 8 min read
The Four-Number Practice Screen
The Four-Number Practice Screen helps accounting firm owners compare recurring revenue, replacement earnings, cash at close, and contingent deal proceeds.
buy · 8 min read
The 90-Day Transition Ledger
The 90-Day Transition Ledger assigns practice acquisition deadlines, people, dependencies, and completion evidence from closing readiness to stable operations.
sell · 8 min read
The Retention Risk Map
The Retention Risk Map connects client relationships, continuing work, delivery capacity, and change exposure to evidence and accountable transition actions.
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